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Office: (706) 850-7319

1551 Jennings Mill Road

2600C

Watkinsville, GA 30677

swaltman@phoenixassetadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities are offered through M.S. Howells & Co., a registered broker/dealer and member of FINRA/SIPC. Advisory Services are offered through Kingswood Wealth Advisors, a Registered Investment Advisor. Phoenix Asset Advisors is a marketing name used to offer both broker-dealer and investment advisory products and services. Raymond James IAD provides custodial services for Kingswood Wealth Advisors. MSH and KWA are not affiliated entities.

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